DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 217 filers reported holding DIMENSIONAL ETF TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,091 | -9.7% | 226,047 | -6.6% | 0.02% | -5.9% |
| Q2 2023 | $5,640 | -13.8% | 241,951 | -14.8% | 0.02% | -19.0% |
| Q1 2023 | $6,546 | +10.6% | 283,872 | +3.6% | 0.02% | +5.0% |
| Q4 2022 | $5,921 | -99.9% | 274,129 | -9.4% | 0.02% | -13.0% |
| Q3 2022 | $6,485,000 | 0.0% | 302,459 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $6,485,000 | +2.9% | 302,459 | +19.8% | 0.02% | +15.0% |
| Q1 2022 | $6,300,000 | +35.8% | 252,494 | +42.1% | 0.02% | +42.9% |
| Q4 2021 | $4,640,000 | +28.0% | 177,714 | +26.9% | 0.01% | +16.7% |
| Q3 2021 | $3,626,000 | – | 140,092 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Geometric Wealth Advisors | 3,619,808 | $94,513,000 | 45.04% |
| MONOGRAPH WEALTH ADVISORS, LLC | 4,132,499 | $107,900,000 | 27.16% |
| Planning Center, Inc. | 1,216,073 | $31,557,000 | 25.17% |
| BAKER BOYER NATIONAL BANK | 1,716,347 | $44,814,000 | 20.60% |
| ShankerValleau Wealth Advisors, Inc. | 1,313,849 | $34,305,000 | 19.71% |
| Morton Capital Management LLC/CA | 1,664,211 | $43,452,549 | 17.58% |
| BetterWealth, LLC | 775,203 | $20,241,000 | 14.19% |
| Greenspring Advisors, LLC | 2,053,758 | $53,623,000 | 13.81% |
| VANCE WEALTH, INC. | 506,169 | $13,216,000 | 12.97% |
| AWM CAPITAL, LLC | 614,301 | $16,039,000 | 12.19% |